Fan Feng, Cfp® Email and Phone Number
Fan is a Founding Partner of Liberty One Wealth Advisors with a strong background in financial analysis and behavioral finance. In addition to guiding clients through ever-changing markets, Fan implements personalized investment strategies for her clients that empower them to reach their financial goals. As a CFP®, Fan aspires to help clients stay on track to achieve both their current and multi-generational wealth objectives.In her free time, Fan serves on the Drexel University Alumni Board of Governors. With a profound commitment to giving back, She brings valuable skills and insights to support fellow Dragons, nurture alumni connections, and facilitate positive institutional change.
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Wealth Advisor, PartnerLiberty One Wealth Advisors Sep 2021 - PresentPhiladelphia, Pennsylvania, United States -
Financial AdvisorMerrill Lynch Oct 2018 - Sep 2021 -
Licensed BankerCitizens Securities, Inc. Oct 2017 - Dec 2018 -
Financial AnalystChubb Mar 2017 - Sep 2017 -
Business AnalystNrg Energy Apr 2015 - Sep 2015
Fan Feng, Cfp® Skills
Fan Feng, Cfp® Education Details
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Bachelor'S Degree -
Financial Planning And Services
Frequently Asked Questions about Fan Feng, Cfp®
What company does Fan Feng, Cfp® work for?
Fan Feng, Cfp® works for Liberty One Wealth Advisors
What is Fan Feng, Cfp®'s role at the current company?
Fan Feng, Cfp®'s current role is Wealth Advisor, Partner at Liberty One Wealth Advisors.
What schools did Fan Feng, Cfp® attend?
Fan Feng, Cfp® attended Drexel University, College For Financial Planning.
What skills is Fan Feng, Cfp® known for?
Fan Feng, Cfp® has skills like Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Social Media, Social Networking, Data Analysis, Team Leadership, Ssis, Bloomberg Terminal.
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